FIRST TR EXCH TRADED FD III's ticker is FMB and the CUSIP is 33739N108. A total of 264 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $225,703 | -21.5% | 4,453 | -21.1% | 0.09% | -23.1% |
| Q1 2023 | $287,649 | +5.1% | 5,647 | +3.3% | 0.12% | +0.8% |
| Q4 2022 | $273,809 | -34.8% | 5,464 | -36.6% | 0.12% | -39.7% |
| Q3 2022 | $420,000 | +2.4% | 8,620 | +6.4% | 0.20% | +4.2% |
| Q2 2022 | $410,000 | +11.4% | 8,098 | +25.3% | 0.19% | +15.8% |
| Q1 2022 | $368,000 | 0.0% | 6,461 | 0.0% | 0.16% | 0.0% |
| Q4 2021 | $368,000 | +16.8% | 6,461 | +16.6% | 0.16% | -6.8% |
| Q3 2021 | $315,000 | +1.9% | 5,542 | +2.6% | 0.18% | -1.7% |
| Q2 2021 | $309,000 | +6.6% | 5,399 | +6.0% | 0.18% | -4.3% |
| Q1 2021 | $290,000 | – | 5,092 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFS Partners, LLC | 224,098 | $11,414,571 | 11.15% |
| Frisch Financial Group, Inc. | 227,057 | $11,565 | 4.49% |
| Etesian Wealth Advisors, Inc. | 87,400 | $4,451,781 | 2.96% |
| Financial Planning & Information Services, Inc. | 289,879 | $14,765,190 | 2.86% |
| EdgeRock Capital LLC | 107,445 | $5,473 | 2.81% |
| BCGM Wealth Management, LLC | 109,262 | $5,565,352 | 2.81% |
| Atlas Private Wealth Management, LLC | 85,895 | $4,375,122 | 2.63% |
| ERn Financial, LLC | 223,777 | $11,398,261 | 2.51% |
| Sebold Capital Management, Inc. | 60,427 | $3,077,892 | 2.43% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 84,632 | $4,310,790 | 2.40% |